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Upstart Holdings

342 hedge funds and large institutions have $1.16B invested in Upstart Holdings in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 92 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-148
Holders Change %
-30.2%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-90%
% of All Funds
0.02%
New
41
Increased
152
Reduced
92
Closed
186
Calls
$451M
Puts
$606M
Net Calls
-$155M
Net Calls Change
+$198M
Name Holding Trade Value Shares
Change
Shares
Change %
MIFH
226
Migdal Insurance & Financial Holdings
Israel
$47K +$47K +1,500 New
SAM
227
Shell Asset Management
Netherlands
$46K +$95 +3 +0.2%
WWP
228
WR Wealth Planners
Missouri
$43.9K +$13.5K +426 +44%
C
229
Covestor
United Kingdom
$43K +$8.93K +280 +26%
GWSG
230
GPS Wealth Strategies Group
Colorado
$43K +$33.8K +1,063 +367%
GCM
231
Gables Capital Management
Florida
$40K -$53.5K -1,705 -57%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$39K -$12.5K -392 -24%
S
233
Seeyond
France
$39K -$811 -26 -2%
BWP
234
Baldwin Wealth Partners
Massachusetts
$38K
TWC
235
TD Waterhouse Canada
Ontario, Canada
$34.4K -$2.16K -55 -6%
TFGT
236
TS Financial Group (TSFG)
Illinois
$32K -$1.77K -56 -5%
AFG
237
Albion Financial Group
Utah
$32K
AIG
238
American International Group
New York
$27K -$2.31K -72 -8%
BFEC
239
Benjamin F. Edwards & Company
Missouri
$25K
HI
240
Hudock Inc
Pennsylvania
$25K +$12.2K +395 +95%
BA
241
Bellwether Advisors
Nebraska
$25K +$24.9K +800 +40,000%
BCV
242
Banque Cantonale Vaudoise
Switzerland
$23K +$23K +717 New
QT
243
Quantbot Technologies
New York
$22K -$130K -4,147 -86%
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$22K -$96K -3,015 -81%
SIC
245
Salem Investment Counselors
North Carolina
$22K -$23.7K -755 -52%
CFG
246
CKW Financial Group
Hawaii
$22K
S
247
SignatureFD
Georgia
$22K +$9.73K +311 +79%
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$20K +$6.4K +201 +47%
PMFA
249
Plante Moran Financial Advisors
Michigan
$19K -$36.1K -1,157 -66%
OIA
250
Optimum Investment Advisors
Illinois
$18K -$6.43K -200 -26%